Account Type*** ******Account Owner******** ****Account Opps/Deals******* *****Closed Won • Mar 25****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
EmbrokerControllerJan 22 - PresentGallagher BassettSenior Financial AccountingAug 16- Dec 21Cna InsuranceVice President - Financial Accounting & ReportingJan 01- Dec 15
Landmark GroupFinancial AdvisorView Profile, Landmark GroupPatrick LimInvestment BankerView Profile, Patrick LimShefi ShalomDirector Of FP AView Profile, Shefi Shalom